CloudFiles Document AI Use Cases -> Document Splitting

Document AI Use Cases -> Document Splitting

CloudFiles’ Document AI automates the tedious task of separating large files, renaming them based on their content, and assigning them to the right Salesforce records — ensuring your workflows stay clean, structured, and lightning-fast.

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Key Use-Cases of Document Splitting

Intelligent Splitting

Split a single PDF containing multiple documents — like a loan application, W-2 form, and ID proof — into individual files using layout patterns, page breaks, or content cues.

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Smart File Renaming

Automatically rename split documents using key fields extracted from the content — like applicant name, invoice number, or case ID — to match your Salesforce record naming standards.

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Auto-Routing to Records

Once split and renamed, documents are automatically attached to the right record (Opportunity, Case, Lead, or Custom Object) in Salesforce — no manual steps needed.

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